Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Travis? Claim Your ProfileTravis Lee Buck is a financial advisor with Gallagher Fiduciary Advisors, LLC. Travis is a Certified Financial Planner (CFP) and has been a registered representative since 1999. Travis's previous experience includes time with Kusske Financial, Inc., Independent Financial Group, LLC, and Triad Advisors. Travis has been active in the financial industry for over 20 years and has a broad base of experience in providing financial advice to individuals, families, and businesses. Travis is committed to providing his clients with personalized financial advice and guidance that is tailored to their unique needs and goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
See schedule d misc. for explanation
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MN
07/11/2023 - Present
Gallagher Fiduciary Advisors, LLC (Burnsville MN)
MN
08/07/2023 - 08/23/2024
TRIAD ADVISORS LLC (Burnsville MN)
MN
10/31/2017 - 08/07/2023
INDEPENDENT FINANCIAL GROUP, LLC (Burnsville MN)
MN
02/01/2008 - 11/06/2017
NATIONAL PLANNING CORPORATION (BURNSVILLE MN)
MN
10/31/2005 - 02/11/2008
AIG FINANCIAL ADVISORS, INC. (BURNSVILLE MN)
AZ
11/09/2000 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
MN
11/11/1999 - 09/18/2000
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
IA
Issued 07/06/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/08/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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